Strategic SaaS Customer Success Manager

Formstack; Denver (CO); On-site; USD 80,000 - 90,000; Full time

Job summary

Intellistack is seeking a Customer Success Manager to own post-sale relationships for a portfolio of customers, guiding them to realize maximum value from our no-code platform. You’ll lead onboarding, adoption, and strategic reviews to ensure success and identify expansion opportunities.

You’ll partner with Product, Sales, and Engineering to educate customers on resources, manage renewals, and maintain accurate activity data in Salesforce. Travel may be required.

Qualifications

• 2+ years of experience as a Customer Success Manager in a SaaS environment.
• Strong knowledge of SaaS platforms and digital ecosystems.
• Background in Product Management, Consulting, Data/Financial Analysis preferred.
• Exceptional communication, presentation, and relationship-building skills.
• High attention to detail, organization, and follow-through.
• Willingness to travel periodically as needed.

Responsibilities

• Oversee onboarding and ensure successful implementation for new accounts.
• Guide existing accounts to maximize value and efficiency with Intellistack’s platform.
• Monitor account health, proactively identifying risk and opportunity.
• Develop success plans and business reviews that align with customer goals.
• Build consultative relationships with executive sponsors and stakeholders.
• Drive adoption, license utilization, and identify expansion opportunities.
• Act as a customer advocate internally across Product, Sales, Engineering, and more.
• Lead strategic check-ins and Adoption Reviews to drive customer alignment.
• Educate customers on available resources like training, certifications, and webinars.
• Partner with Sales to support retention and contract cycles.
• Manage renewals in accounts that are assigned.
• Maintain accurate data on all interactions using Salesforce and other tools.
• Meet account performance objectives including churn reduction and upsell targets.

Skills

Customer Success

SaaS knowledge

Communication

Cross-functional

Travel willingness

Tools

Salesforce

CRM tools

Job description

Intellistack is seeking a Customer Success Manager to own post-sale relationships for a portfolio of customers, guiding them to realize maximum value from our no-code platform. You’ll lead onboarding, adoption, and strategic reviews to ensure success and identify expansion opportunities.

You’ll partner with Product, Sales, and Engineering to educate customers on resources, manage renewals, and maintain accurate activity data in Salesforce. Travel may be required.